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Racial Cloud Over McDonald's Golden Arches
Bloomberg Businessweek
Is the Fed Doubling the Pace of the Tapering?
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Vince, how do you position a portfolio around that volatility and around some of those different factors that you walked through? I think it's important toto focus on the bottom up, companies with cash flow, companies that have the ability to pass on inflationary pressures to to consumers. Others may face more margin pressure. And in that case, i think you need to be prepared to have positions that will do well in such an environment.
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